PGIM India Small Cap Fund vs Quant Small Cap Fund compare
PGIM India Small Cap Fund - Regular Plan - Growth Option
PGIM India Small Cap Fund - Regular Plan - Growth Option
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
---|---|---|---|
Fund | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹1413 Cr | ₹1413 Cr | ₹25183 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 29 Jul 2021 | 29 Jul 2021 | 30 Oct 1996 |
Category | Small Cap | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 119% | 119% | % |
Expense Ratio | 2.07 | 2.07 | 1.6 |
Manager | Puneet Pal | Puneet Pal | Sanjeev Sharma |
ISIN Code | INF663L01W30 | INF663L01W30 | INF966L01AA0 |
Exits Load | PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | Quant Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
---|---|---|---|
1 Month | 1.55% | 1.55% | 3.13% |
6 Month | -9.8% | -9.8% | -11.65% |
1 Year | 1.55% | 1.55% | -6.32% |
3 Year | 9.73% | 9.73% | 21.11% |
5 Year | - | - | 46.38% |
SIP Return Analysis
Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
---|---|---|---|
6 Month | -1.42% | -1.42% | -1.09% |
1 Year | -8.4% | -8.4% | -14.02% |
3 Year | 11.19% | 11.19% | 19.88% |
5 Year | - | - | 28.43% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
---|---|---|---|
1 Year | 14.05% | 14.05% | 10.46% |
3 Year | 13.85% | 13.85% | 10.33% |
5 Year | - | - | 10.13% |
Risk Management
Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
---|---|---|---|
Standard Deviation | 16.654% | 16.654% | 18.497% |
Sharp | 0.213% | 0.213% | 0.792% |
Beta | 0.772% | 0.772% | 0.929% |
Alpha | -6.132% | -6.132% | 1.342% |
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Fund Managers
Scheme Name | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
---|---|---|---|
Name | Puneet Pal | Puneet Pal | Sanjeev Sharma |
Total AUM | ₹20950 Cr | ₹20950 Cr | ₹39731 Cr |
Funds Managed | 19 | 19 | 22 |
PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
Quant Small Cap Fund Regular Growth |
---|---|---|---|
Others | 3.55 | 3.55 | 10.03 |
Small Cap | 78.25 | 78.25 | 63.33 |
Mid Cap | 18.2 | 18.2 | 3.42 |
Large Cap | - | - | 23.22 |
Sector Allocation
Scheme Name |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
Quant Small Cap Fund Regular Growth |
---|---|---|---|
Others | 4.39 | 4.39 | 9.23 |
Consumer Defensive | 7.82 | 7.82 | 5.01 |
Communication Services | 2.91 | 2.91 | 3.92 |
Industrials | 21.18 | 21.18 | 4.46 |
Consumer Cyclical | 12.7 | 12.7 | 14.28 |
Financial Services | 11.38 | 11.38 | 15.78 |
Utilities | 0.69 | 0.69 | 2.37 |
Real Estate | 1.94 | 1.94 | 1.72 |
Basic Materials | 16.05 | 16.05 | 8.59 |
Healthcare | 15.98 | 15.98 | 13.56 |
Technology | 4.96 | 4.96 | 2.85 |
Energy | - | - | 18.22 |
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